Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Rebecca Herzfeld is a financial advisor with over 30 years of experience in the industry. Cheryl is currently registered with R.m. Stark & CO., Inc. and is licensed in 23 states. Previously, Cheryl was associated with Rodecker & Company, Investment Brokers, Inc., Kemper Securities Group, Inc., Lovett Underwood Neuhaus & Webb, Inc., Boettcher & Company, Inc., and Kidder, Peabody & Co. Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
FL
10/27/2004 - Present
R.m. Stark & CO., Inc. (LAKE WORTH BEACH FL)
MI
09/18/1991 - 10/27/2004
RODECKER & COMPANY, INVESTMENT BROKERS, INC. (SOUTHFIELD MI)
MO
09/04/1990 - 07/15/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
09/01/1988 - 09/04/1990
LOVETT UNDERWOOD NEUHAUS & WEBB, INC.
NA
03/21/1988 - 09/01/1988
BOETTCHER & COMPANY, INC.
NA
11/21/1984 - 04/05/1988
KIDDER, PEABODY & CO. INCORPORATED
BC
Issued 12/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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